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Walmart Inc

1,554 hedge funds and large institutions have $68.3B invested in Walmart Inc in 2017 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 600 increasing their positions, 634 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 69

5% more capital invested

Capital invested by funds: $65.1B → $68.3B (+$3.26B)

3% more funds holding

Funds holding: 1,5121,554 (+42)

1.73% more ownership

Funds ownership: 88.11%89.83% (+1.7%)

1% more funds holding in top 10

Funds holding in top 10: 7071 (+1)

5% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 634

10% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.24B

Holders
1,554
Holders Change
+42
Holders Change %
+2.78%
% of All Funds
38.74%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
1.77%
New
126
Increased
600
Reduced
634
Closed
69
Calls
$1.12B
Puts
$1.24B
Net Calls
-$123M
Net Calls Change
+$377M
Name Holding Trade Value Shares
Change
Change in
Stake
B
726
BancorpSouth
Mississippi
$2.06M -$83.5K -3,291 -4%
BO
727
Bank OZK
Arkansas
$2.03M +$388K +15,282 +23%
AAM
728
AR Asset Management
California
$2.03M
BFA
729
Benedict Financial Advisors
Georgia
$2.03M -$1.13M -44,694 -36%
MC
730
Martin & Co
Tennessee
$2.02M +$115K +4,530 +6%
BSW
731
Buckingham Strategic Wealth
Missouri
$2.02M +$1.01M +39,765 +98%
FCMT
732
Founders Capital Management (Texas)
Texas
$2.01M +$356K +14,010 +21%
MC
733
Moors & Cabot
Massachusetts
$2.01M -$493K -19,419 -20%
GG
734
Gofen & Glossberg
Illinois
$2M +$65K +2,562 +3%
AT
735
Arden Trust
Delaware
$2M -$142K -5,580 -7%
PNC
736
Park National Corp
Ohio
$1.99M -$3.47M -136,578 -63%
RCM
737
Radnor Capital Management
Pennsylvania
$1.98M
SFA
738
Stewardship Financial Advisors
Georgia
$1.97M -$66.6K -2,625 -3%
SPC
739
Sigma Planning Corp
Michigan
$1.96M +$137K +5,403 +7%
MWM
740
Marietta Wealth Management
Georgia
$1.95M +$152K +5,988 +8%
DG
741
Davidson & Garrard
Virginia
$1.94M -$84.2K -3,315 -4%
HTC
742
Haverford Trust Company
Pennsylvania
$1.93M -$14.5K -570 -0.7%
PFT
743
Providence First Trust
Arizona
$1.93M +$1.94M +76,353 New
RWA
744
Ropes Wealth Advisors
Massachusetts
$1.92M +$136K +5,376 +8%
PAMG
745
Patton Albertson Miller Group
Tennessee
$1.92M -$66.6K -2,625 -4%
MM
746
Meridian Management
Arkansas
$1.92M
RA
747
Rational Advisors
New York
$1.91M -$455K -17,925 -19%
CF
748
CNA Financial
Illinois
$1.91M
CCA
749
Checchi Capital Advisers
California
$1.91M -$45.5K -1,791 -2%
BFEC
750
Benjamin F. Edwards & Company
Missouri
$1.9M +$103K +4,074 +6%

WMT Hedge Fund Activity: Q2 2017 in Review

1,554 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2017, worth a combined $68.3B — up 5% from $65.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new WMT positions and 69 closed out — a net gain of 57 holders — while 600 added to existing stakes and 634 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $427M. The largest seller was Bank of America, cutting an estimated $311M.

  • 1,554 institutional investors held Walmart Inc (WMT) as of Q2 2017, up from 1,512 in Q1 2017.
  • Funds reported $68.3B of Walmart Inc stock for Q2 2017, up 5% quarter-over-quarter.
  • 126 funds opened new Walmart Inc positions in Q2 2017 and 69 closed out, a net change of +57 holders.
  • The largest Walmart Inc buyer in Q2 2017 was Fidelity Investments, an estimated $427M added.
  • The largest Walmart Inc seller in Q2 2017 was Bank of America, an estimated $311M sold.

Based on aggregated 13F filings for Q2 2017.